Sales Operations & CRM Support Specialist

PEI Group; Charlotte (NC); Hybrid; USD 65,000 - 95,000; Full time

Job summary

PEI Group is hiring a Sales Operations Associate to support our subscription, delegate, sponsorship and advertising sales teams, plus Client Success. The role involves handling CRM requests, keeping data accurate, creating opportunities, and managing sales tools and licences.

Based in Charlotte, North Carolina, the position operates under a hybrid model with 3 days in the office and 2 days remote. You will look for process improvements and partner with the RevOps team to implement changes in

Qualifications

• Experience in a sales operations, CRM support or commercial operations role.
• Comfortable building and checking reports in Excel and analyzing data.
• Able to explain systems and processes clearly to non-technical colleagues.

Responsibilities

• Own the sales support queue: triage and resolve Dynamics 365 requests from sales reps and Client Success.
• Keep CRM data accurate: create and merge organisations, offices and contacts, and maintain records of accounts, opportunities and orders.
• Create and allocate opportunities from inbound enquiries and follow up to assign to the correct account manager.
• Create records in Dynamics 365 for sales, Client Success and Networks teams.
• Manage and assign sales tool licences and access (e.g., LinkedIn Sales Navigator).
• Provide first-line support for sales tools (Dynamics 365, DocuSign) and escalate issues to CRM admins.

Skills

CRM experience

Excel proficiency

Cross-functional collaboration

Problem solving

Tools

Dynamics 365

Excel

DocuSign

LinkedIn Sales Navigator

Job description

PEI Group is hiring a Sales Operations Associate to support our subscription, delegate, sponsorship and advertising sales teams, plus Client Success. The role involves handling CRM requests, keeping data accurate, creating opportunities, and managing sales tools and licences.

Based in Charlotte, North Carolina, the position operates under a hybrid model with 3 days in the office and 2 days remote. You will look for process improvements and partner with the RevOps team to implement changes in